Community Pharmacy Accounting and Finance Policy
This paper sheds light on the pivotal role of Accounting and Finance policy in community pharmacy practice in Saudi Arabia. The research covers the development, implementation, and benefits of such a policy, emphasizing its importance for financial management in pharmacy services.
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Presentation Transcript
FINANCIAL REPORTING TOOLS
Introduction Finance Technology & Data Integrity Meredith Boteler, Director Cara Greene, Finance Systems Analyst What we do: Steward financial data Write/schedule reports & queries Mediate between functional & technical users of UA s financial systems
Reporting Tools E-print Crystal Reports Axiom Argos TOAD/SQL Scripts Concur Banner Self Service 9 My Finance Query
E-print Banner delivered reports Most Finance reports run on month-end basis (not real- time) see https://financialaccounting. ua.edu/month-end/ for monthly closing calendar Access from mybama.ua.edu Employee Tab
Commonly-Used E-print reports FGRBDSC Budget Status Report F_CR_BUD_SUM Budget Summary FGRODTA Organizational Detail Activity FGRODTA_YTD Organization Detail Activity YTD F_CHG_FB_REP Changes in Fund Balance F_CR_FB_REP Fund Balance Report F_CR_OPER_DEFICITS Operating Deficits by Category
Crystal Reports Can be customized from scratch More formatting options Scheduling capabilities Can access Banner tables and other databases Option for end-user to run reports. Real-time data
Axiom Reports Dashboarding tool and Excel-based reports Can be customized from scratch Can be run by end-user. Data is loaded nightly/1-day lag (not completely real time) Most GL data is imported and very limited HR data, no student account data. GL data only goes back to FY16 See https://financialaccounting.ua.edu/axiom/ for more information/demo videos.
Axiom Reports Commonly-Used Web-Client: Operational Dashboard Transaction Detail Review Excel-Client: Statement of Changes in Fund Balance Sources and Uses with Fund Type Detail with Drill Multi-Year Actuals with Budget Comparative fund Balance Comparative Revenues, Expenses and Transfers Comparative Revenues, Expenses and Transfers by Month
Argos Real-time data Can be scheduled Can be connected to any Banner table and other databases Can be run by end-user. Access from myBama Employee Tab Has dashboarding capabilities
TOAD/SQL Reports Real-time data Can be scheduled Can be connected to any Banner table and other databases .cvs/.xls files no formatting. Best for list reports Cannot be run by end-user.
Concur Reporting Maintained by Procurement Concur Data Only Monthly scheduled report Reach out to Mary Katherine Weaver (Accounts Payable) for more information.
Banner Self-Service 9 My Finance Query Real-Time data Allows you to save queries Allows you to view data as of the end of a period. See training videos https://financialaccounting.ua.edu/bannervideos/
Questions to consider when addressing reporting needs What questions am I repeatedly trying to answer for myself or others? Who is asking the questions? What is their professional background? How much information do they really need/want? How often do I need the report? What will I do with the information once I get it? What file format do I need? Does my data need to be real-time? Can I receive the report on a regular schedule or do I need the ability to run ad-hoc?
